2023 Form 5500 filing — Savers 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015124524NAL0029672113001) for Savers 401(K) Plan, reported by Tvi, Inc. under EIN 91-1255756 and plan number 001. It reports 12,073 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124524NAL0029672113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tvi, Inc.
- EIN
- 91-1255756
- Plan number
- 001
- Location
- Bellevue, WA
- Participants
- 12,073
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $111,190,861
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $111,190,861
- Employer contributions
- $3,312,586
- Participant contributions
- $8,267,605
- Total income / additions
- $30,153,317
- Benefits paid
- $9,218,384
- Administrative expenses
- $396,478
- Total expenses
- $9,705,096
- Net increase / (decrease)
- $20,448,221
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $315,171 | $0 |
| Highland Capital Advisors | ADVISOR | $47,008 | not reported in the loaded dataset |
| Clark Nuber | ACCOUNTANT/AUDITOR | $31,300 | not reported in the loaded dataset |
| Wealth Management Systems Inc | NONE | $0 | $0 |